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Enterprise ERP Suite for Mid-Market Businesses

A modular, white-label ERP system crafted to automate operations, accelerate decisions, and scale growth for SMEs and advisors.

Finance & Billing

GST-ready invoicing, ledger tracking, payment follow-ups, and expense recording with instant report generation.

Inventory & Procurement

Track stock levels, auto-generate purchase orders, monitor inward-outward flow, and enable reorder alerts.

HR & Payroll

Attendance, salary, leaves, performance reviews, and compliance documents — all in one dashboard.

ERP Dashboard

Why Choose OptumFlex ERP?

  • ✅ Customizable modules with white-label branding
  • ✅ Fully responsive, cloud-hosted, and scalable
  • ✅ Real-time dashboards and audit-ready reporting
  • ✅ API integrations for payment gateways, SMS, WhatsApp
  • ✅ Mobile-ready UI with role-based login system

Built For

  • 📦 Distributors & Wholesalers
  • 🏢 Mid-size Enterprises & Manufacturers
  • 📊 Financial Service Providers
  • 🔧 SEBI-certified advisors managing operations

Why ERP is Essential for Modern Businesses

Integrated systems are no longer a luxury — they are a necessity for growth, agility, and accuracy.

Why ERP is Required

Centralizes data, eliminates duplication, and gives decision-makers real-time business visibility.

Process Automation

Reduces human errors, saves time, and ensures tasks are completed according to SOPs automatically.

Digitalization Impact

Improves customer satisfaction, strengthens collaboration, and streamlines remote work capabilities.

Boosting Human Efficiency

Allows teams to focus on strategic work instead of routine admin, enhancing productivity and morale.

What Clients Are Saying

Our Services

Smart ERP for SMEs

End-to-end ERP that streamlines HR, invoicing, inventory, and compliance for mid-sized businesses.

SEBI Tech Suite

White-labeled, SEBI-compliant infrastructure for Research Analysts, RIAs, and PMS firms.

Workflow APIs & Add-ons

eSign, WhatsApp API, PAN Verification, KYC — everything integrated for seamless automation.

Let’s Build Something Brilliant

Reach out to transform your SEBI practice or mid-size business into a tech-enabled, scalable operation. We respond fast.